Apps Like EWM Client View for iPhone and iPad

Ranked alternatives

Showing 121–140 of 1,000 ranked alternatives.

121. 

     FSBU Trust

     First State Bank of Uvalde

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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122. 

     Loring, Wolcott & Coolidge

     Loring, Wolcott & Coolidge Office Inc.

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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123. 

     Aitbot

     ASCOIN TECHNOLOGY PTE. LTD.

     Get real-time financial advice and track investments

     AI chatbot provides real-time financial advice and answers questions. Track cryptocurrency portfolio and net worth on a dashboard. Set financial goals and receive personalized recommendations. Monitor spending and budget categories.

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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124. 

     Sabal Trust

     Sabal Trust Company

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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125. 

     BNA Wealth

     BNA WEALTH INC

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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126. 

     First Business Bank - Wealth

     FIRST BUSINESS FINANCIAL SERVICES, INC

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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127. 

     NorthRock MY PERSONAL OFFICE

     NORTHROCK PARTNERS, LLC

     ★ 3.813 ratingsFinanceFreeData updated 2026-09-16

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128. 

     Kohmann Bosshard Client Portal

     Kohmann Bosshard Financial Services LLC

     Track expenses, view reports, secure documents, manage

     View financial data through an interactive dashboard. Access dynamic reports with real-time investment details. Securely view documents from financial advisors. Manage budgets and track spending.

     ★ 5.03 ratingsFinanceFreeData updated 2026-09-06

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129. 

     3Roots Client Portal

     3Roots Wealth Partners LLC

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

     App details
130. 

     Spark Capital PWM

     SPARK FAMILY OFFICE AND INVESTMENT ADVISORS INDIA PRIVATE LIMITED

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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131. 

     Finvest: Invest Smarter

     Get Moving Inc.

     ★ 4.7122 ratingsFinanceFreeData updated 2026-09-06

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132. 

     Audible Wealth Management

     Audible Wealth Management LLC

     ★ 5.02 ratingsFinanceFreeData updated 2026-09-06

     App details
133. 

     Spendly Money

     Mahammad Rasheed Mundole

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

     App details
134. 

     WealthJars: Money Manager

     Anbumani Mailathipathy

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

     App details
135. 

     Krilogy

     Krilogy Financial, LLC

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

     App details
136. 

     TRB Trust and Wealth MGMT

     Texas Regional Bank

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

     App details

     
137. 

     Arrow Wealth Advisors

     Arrow Wealth Advisors, Inc.

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

     App details
138. 

     AGW Capital Advisors

     Annis Gardner Whiting Capital Advisors, LLC

     ★ 5.02 ratingsFinanceFreeData updated 2026-09-06

     App details

     
139. 

     PSBT Trust & Wealth

     Peoples Security Bank and Trust Company

     View balances, track transactions, manage portfolios

     View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.

     ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

     App details
140. 

     AdviceWorks®

     Cetera Financial Group, Inc.

     ★ 3.8115 ratingsFinanceFreeData updated 2026-09-06

     App details